CONFERENCE SPEAKERS
Adam Taback
Head of Global Alternative Investments, Wells Fargo Investment Institute & Deputy Chief Investment Officer, Wells Fargo Private Bank
Adam I. Taback is the head of Global Alternative Investments (GAI), a division of Wells Fargo Investment Institute. Wells Fargo Investment Institute, a subsidiary of Wells Fargo & Company, is focused on delivering the highest quality investment expertise and advice to help investors manage risk and succeed financially. Mr. Taback leads the GAI team that manages proprietary and non-proprietary alternative investment products and services - including option strategies, hedge funds, managed futures, commodities, private equity, and private real estate offerings - that complement traditional investment portfolios. In his role, Mr. Taback serves as the president and chairman of the boards of trustees/managers for the GAI Registered Funds; president and director of Global Alternative Investment Services, Inc.; and director and president of A.G. Edwards Capital, Inc.
In addition to serving as head of GAI, Mr. Taback serves as the deputy chief investment officer for Wells Fargo Private Bank. In this capacity, he oversees the Portfolio Services Group, which manages client investment portfolios in excess of $30 billion, the Managed Disciplined Strategies Group responsible for portfolio overlay management and implementation, and the Equity Optimization Team that manages after-tax overlay management and equity portfolio transition accounts for high-net-worth clients. Mr. Taback also manages the teams responsible for all desktop tools and applications used by The Private Bank investment professionals, data analytics, and performance reporting and attribution.
Mr. Taback holds a Bachelor of Arts in Political Science from Syracuse University and a Master of Science in Accounting from Nova Southeastern University. He is located in Charlotte, North Carolina.
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